Other Financial Services Established Businesses For Sale

Minnesota

The firm provides individual and business tax preparation, payroll, bookkeeping, and tax planning services to a loyal, longstanding client base. For the trailing twelve months ending May 2025, the...

$900,000

Maricopa County, AZ

• The owner is an EA • This practice was established in 2015 • The practice has a strong concentration of restaurant clients, presenting a niche opportunity for a buyer experienced in the food service...

$425,000

Suffolk County, NY

• 100% VIRTUAL practice! • Seller retiring but willing to assist buyer with transition. • Yearly revenues around $240,000. • Revenues comprised of individual and business tax (69%) and...

$350,000

San Luis Obispo County, CA

• This bookkeeping practice was established in 2015 • Software in use includes QuickBooks Desktop and Online • Approximately $1,525,000 in annual revenue, via Bookkeeping (263 clients) • Approximately...

$1,675,000

Missouri

• Owner looking to retire and will be available for transitional help as agreed with buyer. • 2025 gross revenues to be consistent around $155,000! • Primarily a tax practice servicing a variety of...

$170,000

West Virginia

This well-respected CPA firm for sale is located in the Northwestern Region of the Ohio Valley Area in West Virginia (bordering Ohio) and has annual gross revenue of approximately $471,000. The...

$550,000

Hartford County, CT

• Tax (CPA) practice for sale north of Hartford, Connecticut with clients concentrated in Bloomfield, West Hartford, and Windsor • Revenues are comprised of tax services for individuals (90%) and...

$85,000

Florida

This is a rare opportunity to acquire a nationally recognized CPA and advisory firm serving over 2,000 clients across 46 states. This firm specializes in monthly retainer-based tax advisory and...

$7,000,000

Spokane County, WA

• The owner is a CPA • This practice was established in 1990 • Software in use includes Lacerte, QuickBooks, MS Office • Approximately $637,000 in annual revenue, via bookkeeping (70 clients) •...

$2,300,000

Texas

Overview ABA Advisors represents this CPA firm located in the San Antonio, TX area. The owner is willing to work part-time for the buyer for at least a year following closing to help ensure a smooth...

Not Disclosed

Cash Flow: $336,409

Escambia County, AL

Farmers Insurance Agency in South Alabama with easy access to Interstate-65, approximately 50 miles from Gulf Beaches and 32 miles from the highly desirable Eastern Shore of Mobile Bay. The agency has...

$180,000

Montgomery County, OH

• Well established, multi-partner CPA practice • Only 25% of revenue from individual tax prep • 30% business tax prep, 41% attest services, 4% other • Strong staff in place, including 2 staff...

$895,000

Ohio

• Well established, single owner tax & accounting practice • 67% tax prep, 18% accounting, 15% payroll • High volume with opportunities for price increases • Strong seasonal staff • Tax software used...

$330,000

Colorado

- Two-owner CPA practice with multiple locations - 76% Tax Preparation (69% Individual; 31% Business); 24% Bookkeeping/Payroll - Cash flow to owner before potentially duplicate expenses is a solid 57%...

Not Disclosed

Cash Flow: $457,000

Oakland County, MI

This is a well-established accounting firm offering a turnkey opportunity for a buyer seeking a solid foundation and immediate revenue. The practice features a team of experienced and capable staff...

$437,109

Michigan

Highly Profitable, Well-Established EA Practice with Experienced Staff and Smooth Transition Support This is an excellent opportunity to acquire a well-established Enrolled Agent (EA) practice with a...

$810,591

Levittown, PA

Over $2.3 million in premiums on the books, a 88% retention rate and 45% loss ratio. Great Office space with a good rent if you want to stay in Levittown, Pa....

$450,000

Marina Del Rey, CA

This is a well-established merchant services ISO (Independent Sales Organization) that provides credit card processing, ACH solutions, virtual terminals, and point-of-sale (POS) systems to businesses...

$3,300,000

Parkland, PA

**NDA Required for address** NOTE: Yes, it is still available. If interested, please schedule a call to discuss further: https://calendly.com/christian-zarama/15min Asking Price: $1,000,000.00 2023...

$875,000

Phoenix, AZ

An established and rapidly growing consumer services business with a strong national presence is now available for acquisition. The company specializes in a highly in-demand service sector, generating...

$63,000,000

Marin County, CA

• The owner is a CPA • This practice was established in 1994 • Software in use includes prosystem fx • Seller prefers a buyer located in the Marin, Sonoma or Mendocino Counties • Approximately $20,000...

$350,000

Montgomery County, OH

This is a highly profitable CPA practice offering a well-balanced mix of accounting, tax, and advisory services. The firm has cultivated a loyal and long-standing client base, built on years of...

$569,784

DuPage County, IL

Well-established and extremely lucrative CPA firm with a long track record of success and client loyalty. This practice boasts a strong and diverse client base across multiple industries, offering...

Not Disclosed

Cash Flow: $393,436

Concord, NH

• Quality tax (CPA) practice for sale in Concord, New Hampshire (near Manchester) • Revenue mix: Tax services for individuals (71%) and business entities (25%); and other professional services (4%) •...

$135,000

Cuyahoga County, OH

• Well established, single owner CPA practice • 73% tax prep, 27% accounting • Experienced staff, including an EA Tax Manager • Tax software used is ProSeries • Office space available for lease •...

$450,000

Madison, WI

We are pleased to present the sale of this Tax and Accounting firm located in Madison, Wisconsin. The firm has a long, consistent history spanning over multiple decades, providing services to...

$400,000

We buy lawsuit winnings from personal injury victims.Our specialty finance firm is seeking to sell our Litigation Funding Brokering and Inhouse Funding Business. We have sold- brokered over 4500...

$900,000

Gillette, WY

This well-established and steadily growing CPA practice for sale in Gillette, WY, generates annual gross revenues of approximately $450,000. The practice caters to a loyal, high-quality client base,...

$330,000

Boca Raton, FL

Located on the southeastern coast of Florida, this Allstate agency is positioned at a prime intersection with strong visibility and growth potential. With over $3.4M in premium and more than 1,100...

$499,000

Marianna, FL

Established and high-performing Allstate agency in North Western Florida, generating over $11.7M in premium. Has P&C binding in GA, AL, and Florida! The book includes strong Allstate, Ivantage, and...

$2,400,000

Rockwall County, TX

This fully remote, high-performing insurance agency generates $2.1 million in annual revenue and holds binding authority across six states: Texas, Arizona, Colorado, Oklahoma, Arkansas, and New...

$6,500,000

Littleton, CO

Tax practice only. Room for additional growth with slow prices increases. Easy expansion by adding bookkeeping, accounting and other services. No website. Owner has been turning down most referrals....

$220,000

St. Charles County, MO

• Owner is looking to retire and will be available for transitional help as agreed with buyer. • 2025 gross revenues are estimated to be around $215,000! • Primarily a bookkeeping practice servicing...

$245,000

Colorado

- Single-owner CPA practice - 85% Tax Preparation (58% Individual; 35% Business; 7% Other) 15% Bookkeeping - Cash flow to owner before potentially duplicate expenses is 48% - Practice utilizes...

Not Disclosed

Cash Flow: $169,000

Marinette County, WI

This Tax + Accounting firm in Marinette County, WI (north of Green Bay) provides mostly simple tax returns for individuals and small businesses plus also does their business accounting and...

Not Disclosed

Cash Flow: $170,109

King County, WA

• The owner is a CPA • This practice was established in 2013 • Software in use includes QuickBooks, ATX • Approximately $280,000 in annual revenue, via bookkeeping (50 clients) • Approximately 140...

$650,000

Michigan

This long-established CPA practice for sale in Northwest Lower Michigan generates annual gross revenues of approximately 739,000. The firm has built a strong reputation over nearly four decades,...

$695,000

Maryland

Based in Montana, the Company is a professional collection services provider. The Company specializes in accounts receivable management as well as other debt recovery along with related services...

Not Disclosed

Cash Flow: $530,000

Fairfax County, VA

• Seller retiring but willing to assist buyer through initial tax season. • 2025 revenues estimated around $94,000! • Revenues comprised of accounting and write-up (54%), individual and business tax...

$110,000

Lane County, OR

• The owner is a CPA • This practice was established in 1987 • Software in use includes Ultra Tax, Pro-Series Intuit, QuickBooks • Approximately 290 individual tax returns with an average fee of $835...

$700,000

San Antonio, TX

Great opportunity in the San Antonio area for an existing agent looking to purchase and merge. This ECP agency is already on track for Elite status in 2026 and offers a strong foundation to build...

$150,000

Broward County, FL

This established tax preparation and financial services business has operated profitably for over 10 years in a high-traffic South Florida shopping center. The location offers strong visibility and...

$120,000

Frederick, MD

This turnkey agency in on pace for the ELITE achievement level in 2026! $6.6mm earned premium (and growing) 88% net retention; 5+ years: 87% Low loss ratios across all major product lines P&C...

$1,100,000

Miami, FL

Exceptional Relocatable Accounting & Tax Practice with Nearly 30 Years of Proven Success We are pleased to present an outstanding opportunity to acquire a well-established and highly reputable...

$300,000

Tennessee

Outstanding $3.84M, Elite-level Allstate agency with so many positives ; Award winning, bonus achieving, top-ten growth nationwide in 2024, red-hot market in SE Tennessee and the list goes on! Earned...

$950,000

Monmouth County, NJ

This business finances commercial truck purchases for individual truck operators. It was established 15 years ago and has grown consistently with currently 250+ outstanding loans. The loans are...

$4,800,000

Wake County, NC

• BUYER MUST BE FLUENT IN SPANISH AS MAJORITY OF CLIENTS ARE NATIVE SPANISH SPEAKING. • Seller retiring but willing to help assist buyer for at least the first tax season. • 2024 revenue of $1,00,000...

$1,250,000

Chicago Heights, IL

This firm, founded over 20 years ago, is situated in the northwest suburbs of Chicago and specializes in tax returns. It has established a solid reputation in the community, which is reflected in its...

$525,000

Oregon

• The owner is a CPA • This practice was established in 1993 • Software in use includes Thomson Reuters CS Professional Suite, Adobe and TTC, MS Office, and QuickBooks • Approximately $325K in annual...

$600,000